Focus Partners Advisor Solutions’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Focus Partners Advisor Solutions’s Portfolio TILT Stock Details TILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-817	Closed	-$203K	–	1360
2025 Q4	$203K	Sell	817 -9	-1%	-$2.21K	﹤0.01%	1026
2025 Q3	$201K	Buy	+826	New	+$193K	﹤0.01%	1074
2025 Q2	–	Sell	-1,221	Closed	-$251K	–	1170
2025 Q1	$251K	Buy	+1,221	New	+$265K	﹤0.01%	831

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Advisor Solutions's TILT Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q1 2026, closing a stake of 817 shares — an estimated $203K sold.

Focus Partners Advisor Solutions first reported a position in TILT in Q1 2025 and held it in 3 quarters. The position peaked at $251K in Q1 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 817 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2026, an estimated $203K.
Focus Partners Advisor Solutions first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2025 and held it in 3 quarters.
Focus Partners Advisor Solutions's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $251K in Q1 2025.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.